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Sharon Ravenscroft Estate Planning Blog

Welcome to my blog covering all things estate planning, family estate planning. business planning, wills, trusts & probate.

Increase in the Estate Tax Exclusion- No change in the Present Gift Exclusion

The amount that can now be passed estate tax free is $5.45 million. With proper provisions in a trust or Will, a married couple can pass twice that amount or $10.9 million estate tax free when the couple both have died. There has not been any change to the annual present gift exemption which allows $15,000 to be given per recipient each year without having to file a gift tax return.

Why do assets need to be titled in Trust?
Discount on Estate Planning Updates in 2015
 

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Tuesday, 11 December 2018